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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
351
Tradition Wealth Management
Minnesota
$36K +$22.9K +620 +150%
BWL
352
Bogart Wealth LLC
Virginia
$35.3K
CFB
353
Cullen/Frost Bankers
Texas
$35.3K
BAM
354
Belpointe Asset Management
Nevada
$35.2K +$15K +405 +68%
HFM
355
Harvest Fund Management
China
$34K -$264K -7,130 -88%
BC
356
Belmont Capital
California
$30.9K
PA
357
Parallel Advisors
California
$30.5K -$7.73K -209 -19%
Amundi
358
Amundi
France
$29.5K -$6.25M -168,937 -99%
AAS
359
Ameritas Advisory Services
Nebraska
$29.4K +$30.8K +833 New
AIC
360
Archer Investment Corporation
Indiana
$28.2K
VNA
361
Valley National Advisers
Pennsylvania
$27K
QCG
362
Quadrant Capital Group
Ohio
$25.5K -$3.4K -92 -11%
NL
363
NVWM LLC
Pennsylvania
$24K
QL
364
Quarry LP
New York
$21.7K +$18.6K +503 +445%
PP
365
PrairieView Partners
Minnesota
$21K
AP
366
Atwood & Palmer
Missouri
$20.1K
EWM
367
Endurance Wealth Management
Rhode Island
$18K
NFSG
368
Newbridge Financial Services Group
Florida
$17.7K -$1.11K -30 -6%
IGWM
369
ICA Group Wealth Management
Colorado
$17.6K -$55.5K -1,500 -75%
CTC
370
Central Trust Company
Missouri
$17.6K
TLA
371
Tanglewood Legacy Advisors
Texas
$17.6K +$18.5K +500 New
TWA
372
TCI Wealth Advisors
Arizona
$17K +$7.84K +212 +79%
LWA
373
Lowe Wealth Advisors
Maryland
$14.3K
PFBT
374
Parkside Financial Bank & Trust
Missouri
$13.5K -$2.63K -71 -16%
GIA
375
GHP Investment Advisors
Colorado
$12.5K +$74 +2 +0.6%